Anic Equity¶
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Total return since start: 0.566 %¶
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Equity now: -----------------------------> 47843.06 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46448.18 Kr¶
PnL: ---------------------------------------> -440.39 Kr¶
DD now: ---------------------------------> -1.618 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-16 09:11:03.036338'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 0.660000 | 3156.400000 | 185.400000 | 6.240000 | 2971.000006 |
| HEBA B | 70 | 0.250000 | 2800.000000 | 164.000000 | 6.220000 | 2636.000010 |
| Corem Property Group B | 59 | 1.560000 | 653.130000 | 76.130000 | 13.190000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.710000 | 428.000000 | 73.000000 | 20.560000 | 355.000000 |
| FM Mattsson Mora Group B | 50 | 1.020000 | 2980.000000 | 53.000000 | 1.810000 | 2927.000000 |
| HMS Networks | 2 | 0.510000 | 715.600000 | 42.600000 | 6.330000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.890000 | 3480.000000 | 26.000000 | 0.750000 | 3453.999992 |
| Eastnine | 4 | 1.580000 | 513.600000 | 22.600000 | 4.600000 | 491.000000 |
| Boozt | 12 | 0.360000 | 1676.400000 | 22.400000 | 1.350000 | 1653.999996 |
| Essity A | 4 | 0.860000 | 1168.000000 | 19.000000 | 1.650000 | 1149.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.740000 | 261.120000 | 15.120000 | 6.150000 | 246.000000 |
| Midsona B | 63 | 0.850000 | 597.240000 | 14.240000 | 2.440000 | 582.999984 |
| Intrum | 4 | 1.620000 | 541.000000 | 14.000000 | 2.660000 | 527.000000 |
| Karnov Group | 9 | -0.490000 | 549.000000 | 13.000000 | 2.430000 | 536.000004 |
| OEM International B | 7 | 0.390000 | 539.000000 | 11.000000 | 2.080000 | 527.999997 |
| Norva24 Group | 16 | -0.060000 | 552.960000 | 9.960000 | 1.830000 | 543.000000 |
| Essity B | 2 | 1.180000 | 583.200000 | 9.200000 | 1.600000 | 574.000000 |
| Resurs Holding | 22 | -0.530000 | 581.900000 | 7.900000 | 1.380000 | 573.999998 |
| MedCap | 2 | 0.470000 | 426.000000 | 5.000000 | 1.190000 | 421.000000 |
| Creaspac SPAC | 6 | 0.520000 | 582.000000 | 5.000000 | 0.870000 | 577.000002 |
| AcadeMedia | 12 | -0.040000 | 561.120000 | 4.120000 | 0.740000 | 557.000004 |
| Handelsbanken A | 5 | 0.780000 | 550.000000 | 4.000000 | 0.730000 | 546.000000 |
| Coor Service Management Hold. | 8 | -2.050000 | 534.800000 | 2.800000 | 0.530000 | 532.000000 |
| Securitas B | 6 | 0.360000 | 565.680000 | -4.320000 | -0.760000 | 570.000000 |
| Swedbank A | 3 | -0.370000 | 558.900000 | -5.100000 | -0.900000 | 564.000000 |
| CTEK | 13 | 1.230000 | 524.290000 | -9.710000 | -1.820000 | 533.999999 |
| Fastighetsbolag. Emilshus Pref | 21 | -2.430000 | 548.100000 | -13.900000 | -2.470000 | 562.000005 |
| SAAB B | 8 | 0.970000 | 3314.400000 | -62.600000 | -1.850000 | 3377.000000 |
| International Petroleum Corp. | 5 | 0.860000 | 525.000000 | -69.570000 | -11.700000 | 594.565215 |
| Vivesto | 1368 | -0.620000 | 530.240000 | -82.760000 | -13.500000 | 612.999432 |
| Sampo Oyj SDB | 7 | 0.000000 | 3762.500000 | -87.500000 | -2.270000 | 3850.000000 |
| OX2 | 18 | 1.470000 | 1557.000000 | -107.000000 | -6.430000 | 1663.999992 |
| Axfood | 13 | 0.330000 | 3567.200000 | -188.800000 | -5.030000 | 3756.000001 |
| Ovzon | 52 | 2.780000 | 3078.400000 | -283.600000 | -8.440000 | 3361.999992 |
| Fasadgruppen Group | 35 | 0.610000 | 3486.000000 | -325.000000 | -8.530000 | 3810.999990 |
| TOTAL | 46448.180000 | -440.390000 | -1.618% | 46888.564618 |
Updated:¶
'2023-01-16 09:11:15.218145'
None
Last optimization/rebalancing:¶
'2023-01-14'
Next optimization/rebalancing:¶
'2023-02-23'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
